Timothy Erb is a financial advisor at Allen Investment Management, LLC with 15 years of industry experience. He has been with Allen Investment Management since 2016 and holds the Series 63 designation. Outside of his advisory role, Erb serves on the Investment Committee for The HOPE Program and is a trustee for LaSalle College High School. Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations, and other accredited investors, including a significant non-U.S. client base. The firm offers tailored investment programs across several asset classes and emphasizes manager due diligence and thematic equity strategies.

William Graham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Latitude Advisors since 2015 and concurrently operates his own CPA practice, William J. Graham CPA, where he serves as a tax advisor. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, typically on a discretionary basis.

Steven Goode is a CFA® charterholder based in New York, NY, with two years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2026. Prior to Arax, he spent three years at GFP Private Wealth/Logix and seven years as a self-employed advisor. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors and approximately $26.5 billion in regulatory assets under management. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a blend of internal portfolio management, third-party models, and tailored asset allocation, including unique performance-based fee arrangements and carried-interest structures for qualified investors.

Elizabeth Tavel is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, and Morgan Stanley. Tavel is also the founder of Tavel Financial, a business focused on investment-related activities and business development. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and investment banking services. The firm is known for its emphasis on international investing and its active brokerage and product-distribution activities beyond standard advisory services.

Ernest Schultz is a financial advisor at Latitude Advisors, LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he is involved in video production as a producer and owner of Clarkson Media and participates in advertising sales for MapToons, which creates business maps and directories for Chambers of Commerce in Nassau and Suffolk counties. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis and manages most new client relationships on a discretionary basis.

Gregory Cho is a financial advisor with Jefferies Investment Advisers LLC and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at Merrill and Leucadia Asset Management. Outside of his advisory work, he is the founder and president of SafetyPlus, Inc., a manufacturer and distributor of personal protection equipment, where he oversees financials and major decisions. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations through a customized, collaborative planning process. The firm uses third-party software and scenario analysis to support financial planning, distinct from security-specific investment recommendations.

Rodman Moorhead IV is a financial advisor at Tocqueville Asset Management LP with five years of industry experience. He has been with Tocqueville Asset Management since 2008. Tocqueville Asset Management L.P. is a registered investment adviser managing over $10 billion in assets, serving a diverse client base including individuals, institutional investors, and private investment vehicles. The firm follows a bottom-up, contrarian, value-oriented investment approach and offers tailored portfolio management and advisory services across multiple strategies.

Kenneth Arellano is a financial advisor with Vanderbilt Advisory Services in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and LPL Financial. Outside of his advisory work, he is involved in fixed insurance sales and serves as president of The Retirement Optimization Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a strategic asset allocation process that incorporates fundamental, technical, and charting analysis, and maintains formal integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Joseph Disanza is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NBC Securities, Inc. since 2015 and Richard's since 2004. In addition to his advisory work, he operates as an independent insurance broker specializing in homeowners insurance. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a range of discretionary and non-discretionary programs.

Jose Reynoso is a financial advisor at Summit Trail Advisors, LLC with four years of industry experience. He holds a Series 63 designation and previously worked for Clarfeld Financial Advisors, LLC for 15 years. Outside of his advisory role, he practices law as an attorney and serves as co-manager and trustee for a family investment LLC. Summit Trail Advisors serves a diverse clientele including individuals, families, charitable organizations, and institutional retirement plans. The firm’s investment approach focuses on asset allocation, investment selection, and portfolio construction using an open-architecture strategy that incorporates ETFs, mutual funds, separate accounts, independent managers, and private funds.

Joshua Kang is a financial advisor at J. Safra Asset Management Corporation with a Series 65 designation and one year of industry experience. His prior work includes roles at Safra National Bank of New York and educational positions at Villanova University, Fair Lawn High School, and Thomas Jefferson Middle School. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private funds, and institutional clients. The firm employs a fundamental and macroeconomic investment approach, managing portfolios through model strategies and an Investment Committee, with notable affiliations across multiple Safra entities.

Joseph Ghio is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds a Series 65 designation and has six years of industry experience. Ghio has been with Williams Jones Wealth Management since 2019, following roles at Williams, Jones & Associates, LLC and William O'Neil + Company IA. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a range of clients, including individuals, high-net-worth families, and institutional investors. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, often constructing concentrated portfolios of about 30 positions.

Ian Smith is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2002. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management along with family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.

Suryaveer Singh is a financial advisor with Leo Wealth, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Leo Brokerage, LLC, KK Securities Limited, and the University of California, Berkeley. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a multifaceted investment approach combining diversified ETF model portfolios with systematic single-stock models and utilizes sub-advisors and third-party managers to implement specialized strategies.

Basil Conroy is a CFP® with 30 years of industry experience, currently affiliated with RBC Securities, Inc. He has been with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with affiliated sub-advisors and financial services entities, providing financial planning, portfolio management, and ongoing reporting.

Joshua Kaye is a financial advisor at Klingman and Associates, LLC with five years of industry experience. He holds Series 65 and Series 66 credentials and has been with Klingman and Associates since 2020. Prior to his current role, he worked with Best Buddies International for four years. He is also an insurance agent involved in non-variable insurance sales. Klingman and Associates provides wealth management, financial planning, investment management, and consulting services primarily to high net worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $5.66 billion in assets and emphasizes long-term, diversified allocation strategies guided by an Investment Committee and an asset-allocation framework based on Modern Portfolio Theory.

Teddy Lellos is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Lellos Wealth Management under JOSEPH GUNNAR & CO. LLC for 13 years. He is also a passive member of Buttonwood Select Opportunities Management Associates LLC. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

Hattie Wright is a CFP® and holds a Series 65 license, with 11 years of industry experience. She is currently with Ingalls Investment Management, LLC and has been involved with Ingalls & Snyder LLC since 2021. Wright is also the sole owner and Managing Director of Mountain State Analytics, LLC, a state-registered investment adviser in West Virginia that is in the process of winding down its operations. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, trusts, and charitable organizations. The firm employs a variety of asset-management styles and offers services such as financial planning, third-party manager selection, and portfolio consulting.

Ryan De Walt is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase & Co., Sei, Silver Leaf Partners, and Zurich North America. Ryan's background also includes a period in academia at Franklin & Marshall College and Lehigh University. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using third-party software and scenario analysis tools to support planning outcomes.

John Brim is a CFA® charterholder with 25 years of experience in the financial industry. He is currently an advisor at Cantor Fitzgerald Investment Advisors, having joined the firm in 2026. Prior to this, he worked at Smith Group Asset Management, LLC and Smith Asset Management Group/Discovery Management from 1998 to 2026. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio process and offers strategies focused on large-cap value, dividend income, and fixed-income management with varying maturities aligned to client objectives.